RE5, FAIS Administrator

SUMMARY:
RE5, FAIS Administrator

POSITION INFO:

• Client Service: Act as primary contact for clients via phone/email, resolving queries, processing changes (beneficiaries, cancellations), and managing renewals.
• Policy Management: Set up new policies, process endorsements/amendments, update client data, and ensure compliance with regulations.
• Claims Administration: Log new claims, appoint assessors, liaise with suppliers/insurers, process payments, and manage rejection negotiations.
• Data & Reporting: Maintain accurate client records, manage databases, prepare reports, and ensure data integrity.
• Compliance: Adhere to industry regulations (FAIS), internal policies, and quality standards (TCF).

• Communication: Excellent verbal and written skills; ability to build rapport with clients and stakeholders.
• Organization: Strong time management, multitasking, and prioritization.
• Attention to Detail: Accuracy in data entry and documentation.
• Technical Skills: Proficiency in MS Office (Word, Excel) and industry-specific systems.
• Attitude: Proactive, self-motivated, empathetic, and committed to continuous learning.

• Education: Matric (Grade 12) or equivalent.
• Certifications: RE5, FAIS credits (often required or in progress).
• Experience: Background in short-term (personal/commercial) or life insurance.